Investment Consultant, Specialist

Core Responsibilities

• Advises clients on asset allocation, portfolio construction, and fund selection decisions.
• Consults with clients to develop or adapt investment policy statements.
• Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.
• Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA or CFP preferred.

About the role

This role requires a regulatory license and/or registration (e.g. FINRA, state, SFC), which will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship: Vanguard is not offering visa sponsorship for this position.